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June 8, 2016 NEBBA Meeting: Streamline your Assessment, Valuation and Pricing Processes
Double Tree Hotel
5400 Computer Drive
Westborough, MA 01581
USA
1-508-366-5511

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Wednesday, June 08, 2016, 4:00 PM - 8:00 PM EDT
Category: NEBBA Meetings

Please join us for our June program on Streamline your Assessment, Valuation and Pricing Processes.

Streamline your assessment, valuation and pricing processes with Sageworks Valuation and Advisory Cloud-based Solutions. Learn how to leverage the largest real-time database of private company financials to generate valuable insights for your clients.

Agenda

4:00 – 5:00 Board Meeting
5:00 – 5:30 Cocktails/Networking
5:30 – 6:00 Dinner
6:00 – 6:30 Introductions
6:30 – 8:00 Program 

Cost

NEBBA Members $38.00… If registered on or before June 5th
Non-members and ALL Registrations received after June 5th $48.00
You may pay via credit card or choose to pay at the door with check.

Register Here

Benefits of the Valuation Solution

  • Sophisticated, easy-to-implement valuation software
  • Complete valuations from any computer
  • Automate financial analysis
  • Save time with a Report Builder and Document Manager

 Benefits of ProfitCents

  • Quickly diagnose client financials to identify company strengths, weaknesses and potential consulting opportunities
  • Compare client to industry averages with peer-to-peer benchmarks and industry data
  • Communicate complex financials in easy-to-understand graphs, metrics and narrative reports

About Sageworks

Sageworks develops financial analysis and risk management solutions, powered by one of the largest databases of private-company financial information in the United States. Sageworks provides loan portfolio and risk management solutions to financial institutions and financial analysis and valuation applications to accounting firms and private companies. The company was founded in 1998 and is headquartered in Raleigh, NC. Sageworks data and applications are used by thousands of banks, credit unions and accounting firms across North America and internationally. Through these applications, we have created the largest real-time database of private company financial statement information in the United States.

About the Speaker, Nick Lowenstein - Sageworks Regional Consultant

Nick regularly gathers insights on the valuation industry by developing relationships with Sageworks customers and attending accounting and valuation events across the United States. In his role at Sageworks, he focuses on helping firms leverage technology to address common challenges. Prior to Sageworks, he worked with Fortune 500 companies to integrate enterprise software solutions. He holds an undergraduate degree from the University of Virginia and a Master’s degree from Middlebury College.

 

 

 

 


Contact: Jacqui Davis - NEBBA Administrator - 978.263.5559 - [email protected]